Creative Planning
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Creative Planning’s TransAlta TAC Stock Holding History

Creative Planning’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$783K Buy
56,635
+7,410
+15% +$97.9K ﹤0.01% 2851
2026
Q1 		$645K Sell
49,225
-1,968
-4% -$25.4K ﹤0.01% 2824
2025
Q4 		$647K Sell
51,193
-1,146
-2% -$17.1K ﹤0.01% 2628
2025
Q3 		$715K Buy
52,339
+1,003
+2% +$12.3K ﹤0.01% 2415
2025
Q2 		$554K Buy
51,336
+3,322
+7% +$31.6K ﹤0.01% 2373
2025
Q1 		$449K Sell
48,014
-8,096
-14% -$89.7K ﹤0.01% 2376
2024
Q4 		$794K Buy
56,110
+2,307
+4% +$26.3K ﹤0.01% 1837
2024
Q3 		$557K Buy
53,803
+3,492
+7% +$29K ﹤0.01% 2002
2024
Q2 		$356K Buy
50,311
+31,103
+162% +$213K ﹤0.01% 2219
2024
Q1 		$124K Buy
+19,208
New +$136K ﹤0.01% 2667
2017
Q3 		– Sell
-1,246
Closed -$8K – 3511
2017
Q2 		$8K Buy
1,246
+4
+0.3% +$22 ﹤0.01% 3775
2017
Q1 		$7K Buy
1,242
+4
+0.3% +$23 ﹤0.01% 3810
2016
Q4 		$7K Buy
1,238
+5
+0.4% +$24 ﹤0.01% 3787
2016
Q3 		$5K Buy
1,233
+823
+201% +$3.84K ﹤0.01% 3897
2016
Q2 		$2K Sell
410
-5,700
-93% -$28.8K ﹤0.01% 4051
2016
Q1 		$28K Sell
6,110
-653
-10% -$2.53K ﹤0.01% 2518
2015
Q4 		$24K Buy
6,763
+3,729
+123% +$16.1K ﹤0.01% 2712
2015
Q3 		$14K Buy
+3,034
New +$17.3K ﹤0.01% 3002
2015
Q2 		– Sell
-1,000
Closed -$9K – 2797
2015
Q1 		$9K Hold
1,000
– – ﹤0.01% 3269
2014
Q4 		$9K Hold
1,000
– – ﹤0.01% 3195
2014
Q3 		$11K Hold
1,000
– – ﹤0.01% 2903
2014
Q2 		$12K Buy
+1,000
New +$11.9K ﹤0.01% 2784

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's TAC Position: Q2 2026 in Review

Creative Planning increased its TransAlta (TAC) stake by 15% in Q2 2026, buying an estimated $97.9K and bringing the position to 56,635 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Creative Planning first reported a position in TAC in Q2 2014 and has held it in 22 quarters since. The position peaked at $794K in Q4 2024. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Creative Planning held 56,635 shares of TransAlta worth $783K as of Q2 2026.
  • Creative Planning bought 7,410 TransAlta shares in Q2 2026, an estimated $97.9K.
  • TransAlta made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2851 holding.
  • Creative Planning first reported a position in TransAlta in Q2 2014 and has held it in 22 quarters since.
  • Creative Planning's TransAlta position peaked at $794K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.